University Employee
Retirement Plan Management
Building a brighter future for faculty and staff across Michigan's leading universities.
Your University Retirement Guide & the Legacy Wealth Partners Advantage
A single-page overview of your university retirement options, the employer match, a step-by-step enrollment walkthrough, and how our active portfolio management supports you every step of the way.
Serving University Professionals
Our team of fiduciary-based advisors has had the privilege of partnering with University Employees across southeastern Michigan for over a decade — managing their retirement portfolios and providing financial planning to help their families reach their legacy goals.
Our partnership with our back office affords us the ability to work with a robust Portfolio Analysis/Research Team and Advanced Financial Planning Team. Our initial consultations are complimentary.
Comprehensive Portfolio Management
- —Due to the size of the assets we manage, our team has direct access to consult with Fidelity's research team — allowing us to deliver best-in-class solutions within your university retirement plan.
- —We use an independent, fiduciary-driven platform to manage portfolios both within university plans and outside of them. Utilizing the various investment options and their combinations can make a significant long-term impact.
In-Depth Financial Planning
Financial planning is the cornerstone of our counsel. The university offers many benefits we evaluate in our planning approach, including:
- —Health, Dental & Vision Insurance
- —Life Insurance
- —Legal Services
- —Child Care Assistance
Universities We Serve
- University of Michigan
- Michigan State University
- Eastern Michigan University
- Wayne State University
Legacy Wealth Partners is neither endorsed by nor affiliated with any of these universities. Neither Legacy Wealth Partners nor Commonwealth are sponsored by, affiliated with, or in any way related to TIAA, Fidelity or any of their affiliates or subsidiaries.